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Ideal Power
IPWR

Overview Fund Activity

26 hedge funds and large institutions have $12.9M invested in Ideal Power in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$228K
2
BlackRock
2
BlackRock
New York
$1.21M
3
TRCT
3
Tower Research Capital (TRC)
New York
$18.3K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2K
5
CAS
5
Coppell Advisory Solutions
Texas
$1.15K

Top Sellers

1
ACM
1
AIGH Capital Management
Maryland
$1.85M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WVP
3
Worth Venture Partners
New Jersey
$456K
4
AWM
4
AE Wealth Management
Kansas
$124K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.78M 235,975 – –
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.75M 232,990 -7,469 -3%
AIC
3
AWM Investment Company
New York
$1.93M 163,281 – –
ACM
4
AIGH Capital Management
Maryland
$1.85M 156,361 -56,707 -27%
BlackRock
5
BlackRock
New York
$1.21M 102,254 +1,278 +1%
UBS Group
6
UBS Group
Switzerland
$598K 50,706 -192 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$590K 49,999 – –
WVP
8
Worth Venture Partners
New Jersey
$456K 38,664 -13,924 -26%
B
9
Bailard
California
$228K 19,334 +1,388 +8%
State Street
10
State Street
Massachusetts
$213K 18,047 – –
AWM
11
AE Wealth Management
Kansas
$124K 10,530 -8,000 -43%
Northern Trust
12
Northern Trust
Illinois
$120K 10,131 -24 -0.2%
TRCT
13
Tower Research Capital (TRC)
New York
$18.3K 1,552 +616 +66%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$15.3K 1,300 -7 -0.5%
US Bancorp
15
US Bancorp
Minnesota
$5.9K 500 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$3.54K 300 – –
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$3.54K 300 – –
GWM
18
Geneos Wealth Management
Colorado
$2.48K 210 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2K 136 +136 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.76K 149 +38 +34%
CAS
21
Coppell Advisory Solutions
Texas
$1.15K 97 +97 New
Morgan Stanley
22
Morgan Stanley
New York
$590 50 – –
CFB
23
Cullen/Frost Bankers
Texas
$590 50 – –
CFS
24
CGC Financial Services
Oregon
$531 45 +45 New
Wells Fargo
25
Wells Fargo
California
$460 39 +1 +3%
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